Taplin Canida & Habacht Inc is a large advisory firm based in Miami. It manages $8.33 billion of regulatory assets for 84 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and Texas.
Taplin Canida & Habacht provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Taplin Canida & Habacht Inc is $8.33 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 93% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Taplin Canida & Habacht Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Tere Alvarez Canida has been acting as President since 1 Oct 1985. Victoria Tanasescu London joined the executive team most recently as the Director.
The principal office where Taplin Canida & Habacht Inc performs its advisory services is located at 1001 Brickell Bay Drive, Miami, FL 33131 4940, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 305-379-2100 or by fax 305-379-4452. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at tchinc.com/.